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Showing 11 - 20 of 272 results for %22Morningstar Direct%22

Magellan needs more consistent progress: Morningstar

ANDREW MCKEAN  |  MONDAY, 19 FEB 2024
While the appointment of Sophia Rahmani as managing director is an "encouraging step forward," Morningstar's view of the fund manager won't be changing any time soon, it says. The research house indicated that it would require more time to rebuild trust ...

Praemium plummets on weak financial outlook

ANDREW MCKEAN  |  THURSDAY, 23 NOV 2023
... the corresponding half last year," Wamsteker said. Wamsteker added that since selling its international business to Morningstar for $61.7 million, Praemium has been "inundated" with proposals. Although most of these proposals have been rejected, he wouldn't ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... ESG-managed portfolios from portfolio managers including AZ Sestante, Betashares, Blackrock iShares, Elston, Lonsec, Morningstar, Vanguard, and Zenith. HUB24 director of strategic development Jason Entwistle said Discover complements HUB24's existing ...

AMP North incorporates DNR Capital, Morningstar managed portfolios

ANDREW MCKEAN  |  THURSDAY, 9 NOV 2023
... investment menu, with the addition of seven new ESG and multi-asset actively managed portfolios from DNR Capital and Morningstar. The investment platform has added DNR Capital's Australian Equities Socially Responsible portfolio, offering investors targeted ...

Morningstar executive lands at ART

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
Australian Retirement Trust (ART) has nabbed a Morningstar executive who most recently spearheaded institutional portfolios and solutions at the research house. Jody Fitzgerald will join the $260 billion super fund in late January 2024 as head of investment ...

Magellan chief executive quits

CASSANDRA BALDINI  |  WEDNESDAY, 25 OCT 2023
... $50.9 billion, and a devastating drop from the same month a year prior when it stood at $113 billion. According to Morningstar equity analyst Shaun Ler, George's sudden departure creates more investor angst. "However, with Andrew Formica taking over ...

Morningstar eyes super space with new hire

ANDREW MCKEAN  |  TUESDAY, 24 OCT 2023
Morningstar Australasia has appointed the former chief executive of Adviser Ratings to the newly created role of senior vice president, enterprise sales, to steer the research firm's growth in the superannuation and retirement sectors. Mark Hoven has ...

Morningstar manager selection services lead exits

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
The director for manager selection services at Morningstar has left the firm after more than seven years. Aman Ramrakha initially joined the research house in 2018 as the director of manager research ratings for APAC before he was appointed to his current ...

Saxo APAC asset management lead exits

KARREN VERGARA  |  MONDAY, 4 SEP 2023
... actively managed and index-based strategies. Three offerings are managed by BlackRock, while the others are run by Morningstar, Nasdaq, Brown Advisory and Macro FX. Prasad was previously the chief executive of Ignition Advice, a role he held for two ...

Former Morningstar executive in new role

ELIZABETH FRY  |  FRIDAY, 25 AUG 2023
Former Morningstar executive Tim Murphy has resurfaced as head of research at a specialist investment consulting firm as it plans to launch a rival ratings business. Murphy - who was Morningstar's director of manager research for Asia Pacific for ...